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DEEP DIVE ANALYSIS • NSE: NEWGEN • FY26 RESULTS Newgen Software Technologies Ltd: From ₹1,336 TO ₹493 — Valuation Reset or the Next Enterprise AI Compounder?  What the Q4 FY26 Numbers Actually Reveal Beneath the Midcap IT Bloodbath By SUMAN MUKHOPADHYAY | SumanSpeaks Independent Research • June 02, 2026 Newgen Software Technologies Ltd (Rs. 493)   was last trading at a pproximately ₹493 — down nearly 63% from its 52-week high near ₹1,336. In most cases, such a collapse signals severe business deterioration. But Newgen’s FY26 financials tell a far more complicated story. The company remains debt-light, highly profitable, cash-generative, and structurally positioned in one of the most important enterprise themes globally: AI-enabled workflow orchestration. Yet the stock has suffered one of the sharpest valuation compressions in the Indian en...
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 WINNING STROKES: THINK DIFFERENT:
Refex Refrigerants Ltd hits the buyer freeze in the late afternoon trade before cooling down a bit. The scrip was recommended in this blog, last week for a price target of Rs.32-39. The season of the company is going on and the company has ventured into a new line of business. In FY11, the total revenue of the company was Rs.82.39 Cr, while the net profit of the company was Rs.7.23 Cr as against Rs.52.70 and a net loss of Rs.16.37 Cr in FY10. The EPS of the company for the FY11 is Rs.4.67 and CEPS of the company is Rs.6.31--this should give a minimum price of the scrip of around Rs.32-39, giving all discounts.
Excerpts of my message sent to the Paid Groups, yesterday (28. 07. 2011)morning: A gap down opening was seen today amidst sell off globally. Nifty remains under pressure below 5700 and F&O expiry today may worsen the case. Market witnessed huge volatility last week on the back of range bound move between 5500 and 5650. However, a positive close on Friday which suggested Completion of corrective phase proved to be false on Tuesday as strong selling from 5700 level seems to have given a break to the upward journey.
Accumulate Glory Polyfilms Ltd, as the company is doing well and those who will buy now will be rewarded massively going forward. 
Money Matters Financial Services Ltd hit the buyer freeze in the opening, trade, yesterday. The stock closed at Rs.109.80, closing above my first recommendation at Rs.108. This is a fitting reply to all those who were writing volumes about me in MMB, in their attempts to spoil my name and reputation. Jai Ho!!

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